NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Mirum Pharmaceuticals reported third quarter 2023 financial results, highlighted by a 106% increase in LIVMARLI global net sales and the completion of the CHENODAL and CHOLBAM acquisition.

Mirum Pharmaceuticals reported a strong third quarter in 2023, marked by a significant increase in total revenue to $47.7 million, driven by LIVMARLI sales growth and the acquisition of CHENODAL and CHOLBAM.

  • Total revenue for the third quarter 2023 reached $47.7 million, compared to $18.8 million in the third quarter 2022.
  • LIVMARLI global net sales for the third quarter 2023 grew 106% compared to the third quarter 2022, reaching $38.7 million.
  • The acquisition of CHENODAL and CHOLBAM was completed, with $9 million in net sales recorded since the acquisition close on August 31, 2023.
  • Positive Phase 3 RESTORE study results were announced for CHENODAL in patients with CTX, with an NDA filing expected in the first half of 2024.

Headline financials

Total Revenue

$47.7M

Previous: $18.8M+154.1%
EPS (adj)

-$0.57

Previous: -$1.02+44.1%
Capital Expenditures

-$109K

Previous: -$36K-202.8%
Free Cash Flow

-$23.7M

Previous: -$35.7M+33.7%
Net Income

-$23.6M

Previous: -$35.7M+33.9%
Operating Income

-$25.1M

Previous: -$32.9M+23.5%
Gross Profit

$37.5M

Previous: $15.8M+136.6%
Cash & Equivalents

$303M

Previous: $285M+6.2%
Total Assets

$651M

Previous: $364M+78.6%
R&D Expense

$26.1M

No prior period
Stock-Based Comp

$8.39M

Previous: $6.73M+24.6%

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$47.7M

Q3 2023+154.1%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Mirum Pharmaceuticals · $29.1M total across 1 segment · Q1 2023

  • Net Product Sales
    $29.1M

Forward guidance

Mirum Pharmaceuticals anticipates continued commercial success for LIVMARLI, CHENODAL, and CHOLBAM, with planned international launches and label expansions. The company also expects to advance its pipeline with ongoing clinical studies and regulatory submissions.

Tailwinds

  • Continued commercial success for LIVMARLI, CHENODAL and CHOLBAM
  • Planned LIVMARLI launches in additional international markets
  • Label expansion into PFIC
  • CHENODAL potential full indication in CTX
  • Becoming a global leader in rare disease

Headwinds

  • Risks and uncertainties associated with Mirum’s business in general
  • Impact of the COVID-19 pandemic
  • Uncertainties related to the results, conduct and progress of Mirum’s ongoing and planned studies for its product candidates
  • Uncertainties related to the regulatory approval path for its product candidates globally
  • Assumptions that may never materialize or may prove to be incorrect

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+2.9%

Avg return

30 days after

59%

16 / 27 earnings

Positive

+26.4%

Q2 2022

Best reaction

-16.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+0.2%-11.7%
Q4 2025-15.1%-19.2%-18.6%
Q3 2025-1.4%-1.8%-3.5%
Q1 2025+9.9%+9.8%+12.5%
Q4 2024-7.0%-10.5%-9.0%
Q3 2024+5.6%+6.9%+1.6%
Q2 2024+1.8%+14.3%+5.0%
Q1 2024-0.3%-4.4%-3.2%
Q4 2023-3.0%-3.1%-15.2%
Q3 2023+5.6%+5.6%+12.6%
Q2 2023+6.1%+2.1%+6.1%
Q1 2023-8.3%-7.9%-7.9%
Q4 2022-1.1%-4.7%+5.1%
Q3 2022-16.2%-19.7%-24.1%
Q2 2022+26.4%+18.0%+7.4%
Q1 2022+7.1%-4.4%+7.0%
Q4 2021+3.3%+1.5%+29.5%
Q3 2021+0.1%-1.2%-7.9%
Q2 2021+0.5%-4.0%+23.0%
Q1 2021-1.4%-6.3%-10.8%
Q4 2020+6.0%+14.3%+10.2%
Q3 2020+11.6%+16.9%+48.0%
Q2 2020+13.0%+15.3%-4.3%
Q1 2020+0.1%+6.2%+10.8%
Q4 2019+8.1%-10.5%+25.7%
Q3 2019-0.1%+4.0%+22.6%
Q2 2019-9.0%-10.3%-31.5%
Q1 2019
Q4 2018
Q3 2018

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